Cameron James Sugrue

Plus aucun poste en cours

Consumer Services

Finance

Profil

Mr. Cameron J.
Sugrue is a Financial Analyst at AJ Wealth Strategies LLC.
He takes an analytical approach in providing a high caliber experience to clients of the firm.
His background enables him to build out new, more efficient, processes to better serve clients in an ever-changing technological environment.
Prior to joining AJ Wealth, he worked as an Investment Consultant at Merrill Lynch, delivering investment management insights and analysis to a sophisticated client base.
As an undergrad at the University of Connecticut, he studied business strategy and computer science.
He graduated in 2018 with a BA and currently holds his FINRA Series 65 license.

Anciens postes connus de Cameron James Sugrue

Sociétés	Poste	Fin
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class.	Analyst-Equity	01/07/2021

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Entreprise privées	2
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AJ Wealth Strategies LLC AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class.	Finance